Sand Hill Global Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Sand Hill Global Advisors’s Portfolio ILCG Stock Details ILCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-9,365	Closed	-$228K	–	83
2016 Q3	$228K	Hold	9,365	–	–	0.03%	69
2016 Q2	$219K	Buy	+9,365	New	+$221K	0.03%	73

Other funds holding ILCG

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sand Hill Global Advisors's ILCG Position: Q4 2016 in Review

Sand Hill Global Advisors sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2016, closing a stake of 9,365 shares — an estimated $228K sold.

Sand Hill Global Advisors first reported a position in ILCG in Q2 2016 and held it in 2 quarters. The position peaked at $228K in Q3 2016. 91 funds tracked by Wall St. Rank hold ILCG as of Q4 2016.

Sand Hill Global Advisors reported no remaining iShares Morningstar Growth ETF position as of Q4 2016 after selling out during the quarter.
Sand Hill Global Advisors sold 9,365 iShares Morningstar Growth ETF shares in Q4 2016, an estimated $228K.
Sand Hill Global Advisors first reported a position in iShares Morningstar Growth ETF in Q2 2016 and held it in 2 quarters.
Sand Hill Global Advisors's iShares Morningstar Growth ETF position peaked at $228K in Q3 2016.
91 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2016.

Based on Sand Hill Global Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.